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COMFORT SYSTEMS USA INC（FIX）与Raymond James Financial（RJF）财务数据对比。点击上方公司名可切换其他公司
Raymond James Financial的季度营收约是COMFORT SYSTEMS USA INC的1.5倍（$3.9B vs $2.6B），Raymond James Financial净利率更高（14.1% vs 12.5%，领先1.6%），COMFORT SYSTEMS USA INC同比增速更快（41.7% vs 13.0%），过去两年COMFORT SYSTEMS USA INC的营收复合增速更高（31.2% vs 1.3%）
Comfort Systems USA Inc.是一家美国企业，主营机电工程承包服务，核心业务覆盖暖通空调、给排水、管道工程、控制系统、场外预制建造、监测服务、消防系统，以及电气系统的安装与运维，为各类客户提供一体化机电设施解决方案。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构，通过旗下子公司为个人、企业及市政主体提供多元金融服务，核心业务覆盖投资与财务规划、投资银行、资产管理等领域，总部位于美国佛罗里达州圣彼得堡。
FIX vs RJF — 直观对比
营收规模更大
RJF
是对方的1.5倍
$2.6B
营收增速更快
FIX
高出28.7%
13.0%
净利率更高
RJF
高出1.6%
12.5%
两年增速更快
FIX
近两年复合增速
1.3%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $3.9B |
| 净利润 | $330.8M | $544.0M |
| 毛利率 | 25.5% | — |
| 营业利润率 | 16.1% | — |
| 净利率 | 12.5% | 14.1% |
| 营收同比 | 41.7% | 13.0% |
| 净利润同比 | 126.8% | 10.0% |
| 每股收益（稀释后） | $9.35 | $2.83 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收FIXRJF
| Q1 26 | — | $3.9B | ||
| Q4 25 | $2.6B | $4.2B | ||
| Q3 25 | $2.5B | $4.2B | ||
| Q2 25 | $2.2B | $3.8B | ||
| Q1 25 | $1.8B | $3.8B | ||
| Q4 24 | $1.9B | $4.0B | ||
| Q3 24 | $1.8B | $4.0B | ||
| Q2 24 | $1.8B | $3.8B |
净利润FIXRJF
| Q1 26 | — | $544.0M | ||
| Q4 25 | $330.8M | $563.0M | ||
| Q3 25 | $291.6M | $604.0M | ||
| Q2 25 | $230.8M | $436.0M | ||
| Q1 25 | $169.3M | $495.0M | ||
| Q4 24 | $145.9M | $600.0M | ||
| Q3 24 | $146.2M | $602.0M | ||
| Q2 24 | $134.0M | $492.0M |
毛利率FIXRJF
| Q1 26 | — | — | ||
| Q4 25 | 25.5% | — | ||
| Q3 25 | 24.8% | — | ||
| Q2 25 | 23.5% | — | ||
| Q1 25 | 22.0% | — | ||
| Q4 24 | 23.2% | — | ||
| Q3 24 | 21.1% | — | ||
| Q2 24 | 20.1% | — |
营业利润率FIXRJF
| Q1 26 | — | — | ||
| Q4 25 | 16.1% | — | ||
| Q3 25 | 15.5% | — | ||
| Q2 25 | 13.8% | 14.7% | ||
| Q1 25 | 11.4% | 17.5% | ||
| Q4 24 | 12.1% | 18.6% | ||
| Q3 24 | 11.2% | — | ||
| Q2 24 | 10.2% | 17.1% |
净利率FIXRJF
| Q1 26 | — | 14.1% | ||
| Q4 25 | 12.5% | 13.5% | ||
| Q3 25 | 11.9% | 14.4% | ||
| Q2 25 | 10.6% | 11.3% | ||
| Q1 25 | 9.2% | 12.9% | ||
| Q4 24 | 7.8% | 14.9% | ||
| Q3 24 | 8.1% | 15.0% | ||
| Q2 24 | 7.4% | 13.1% |
每股收益（稀释后）FIXRJF
| Q1 26 | — | $2.83 | ||
| Q4 25 | $9.35 | $2.79 | ||
| Q3 25 | $8.25 | $2.96 | ||
| Q2 25 | $6.53 | $2.12 | ||
| Q1 25 | $4.75 | $2.36 | ||
| Q4 24 | $4.08 | $2.86 | ||
| Q3 24 | $4.09 | $2.85 | ||
| Q2 24 | $3.74 | $2.31 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $981.9M | $5.4B |
| 总债务越低越好 | $145.2M | — |
| 股东权益账面价值 | $2.4B | $52.0M |
| 总资产 | $6.4B | $91.9B |
| 负债/权益比越低杠杆越低 | 0.06× | — |
8季度趋势，按日历期对齐
现金及短期投资FIXRJF
| Q1 26 | — | $5.4B | ||
| Q4 25 | $981.9M | $9.9B | ||
| Q3 25 | $860.5M | $11.4B | ||
| Q2 25 | $331.7M | $9.2B | ||
| Q1 25 | $204.8M | $9.7B | ||
| Q4 24 | $549.9M | $10.0B | ||
| Q3 24 | $415.6M | $11.0B | ||
| Q2 24 | $199.4M | $9.1B |
总债务FIXRJF
| Q1 26 | — | — | ||
| Q4 25 | $145.2M | — | ||
| Q3 25 | $136.0M | — | ||
| Q2 25 | $73.0M | — | ||
| Q1 25 | $67.8M | — | ||
| Q4 24 | $68.3M | — | ||
| Q3 24 | $62.3M | — | ||
| Q2 24 | $73.4M | — |
股东权益FIXRJF
| Q1 26 | — | $52.0M | ||
| Q4 25 | $2.4B | $12.6B | ||
| Q3 25 | $2.2B | $12.5B | ||
| Q2 25 | $2.0B | $12.3B | ||
| Q1 25 | $1.8B | $12.2B | ||
| Q4 24 | $1.7B | $11.9B | ||
| Q3 24 | $1.6B | $11.7B | ||
| Q2 24 | $1.5B | $11.2B |
总资产FIXRJF
| Q1 26 | — | $91.9B | ||
| Q4 25 | $6.4B | $88.8B | ||
| Q3 25 | $5.8B | $88.2B | ||
| Q2 25 | $5.1B | $84.8B | ||
| Q1 25 | $4.6B | $83.1B | ||
| Q4 24 | $4.7B | $82.3B | ||
| Q3 24 | $4.4B | $83.0B | ||
| Q2 24 | $4.2B | $80.6B |
负债/权益比FIXRJF
| Q1 26 | — | — | ||
| Q4 25 | 0.06× | — | ||
| Q3 25 | 0.06× | — | ||
| Q2 25 | 0.04× | — | ||
| Q1 25 | 0.04× | — | ||
| Q4 24 | 0.04× | — | ||
| Q3 24 | 0.04× | — | ||
| Q2 24 | 0.05× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $468.5M | — |
| 自由现金流经营现金流 - 资本支出 | $402.4M | — |
| 自由现金流率自由现金流/营收 | 15.2% | — |
| 资本支出强度资本支出/营收 | 2.5% | — |
| 现金转化率经营现金流/净利润 | 1.42× | — |
| 过去12个月自由现金流最近4个季度 | $1.0B | — |
8季度趋势，按日历期对齐
经营现金流FIXRJF
| Q1 26 | — | — | ||
| Q4 25 | $468.5M | $-10.0M | ||
| Q3 25 | $553.3M | $796.0M | ||
| Q2 25 | $252.5M | $691.0M | ||
| Q1 25 | $-88.0M | $117.0M | ||
| Q4 24 | $210.5M | $830.0M | ||
| Q3 24 | $302.2M | $510.0M | ||
| Q2 24 | $189.9M | $711.0M |
自由现金流FIXRJF
| Q1 26 | — | — | ||
| Q4 25 | $402.4M | $-56.0M | ||
| Q3 25 | $517.9M | $752.0M | ||
| Q2 25 | $221.2M | $634.0M | ||
| Q1 25 | $-110.2M | $71.0M | ||
| Q4 24 | $169.8M | $789.0M | ||
| Q3 24 | $280.1M | $460.0M | ||
| Q2 24 | $166.5M | $655.0M |
自由现金流率FIXRJF
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | -1.3% | ||
| Q3 25 | 21.1% | 17.9% | ||
| Q2 25 | 10.2% | 16.5% | ||
| Q1 25 | -6.0% | 1.8% | ||
| Q4 24 | 9.1% | 19.6% | ||
| Q3 24 | 15.5% | 11.5% | ||
| Q2 24 | 9.2% | 17.4% |
资本支出强度FIXRJF
| Q1 26 | — | — | ||
| Q4 25 | 2.5% | 1.1% | ||
| Q3 25 | 1.4% | 1.1% | ||
| Q2 25 | 1.4% | 1.5% | ||
| Q1 25 | 1.2% | 1.2% | ||
| Q4 24 | 2.2% | 1.0% | ||
| Q3 24 | 1.2% | 1.2% | ||
| Q2 24 | 1.3% | 1.5% |
现金转化率FIXRJF
| Q1 26 | — | — | ||
| Q4 25 | 1.42× | -0.02× | ||
| Q3 25 | 1.90× | 1.32× | ||
| Q2 25 | 1.09× | 1.58× | ||
| Q1 25 | -0.52× | 0.24× | ||
| Q4 24 | 1.44× | 1.38× | ||
| Q3 24 | 2.07× | 0.85× | ||
| Q2 24 | 1.42× | 1.45× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
FIX
| Electrical Segment | $823.7M | 31% |
| Manufacturing Customer | $542.7M | 21% |
| Existing Building Construction | $491.4M | 19% |
| Healthcare Sector Customer | $220.8M | 8% |
| Service Projects | $153.0M | 6% |
| Education | $137.5M | 5% |
| Government Customer | $131.0M | 5% |
| Office Building Customer | $88.2M | 3% |
| Other Customer | $40.7M | 2% |
| Multi Family And Residential | $33.7M | 1% |
RJF
| Private Client Group | $2.8B | 73% |
| Bank | $486.0M | 13% |
| Capital Markets | $464.0M | 12% |
| Other | $99.0M | 3% |
